Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.5B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,213
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$19.7M
3
+$19M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$17M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$14.8M

Top Sells

1
+$13M
2
+$12.9M
3
+$7.25M
4
GLD icon
SPDR Gold Trust
GLD
+$6.83M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$6.38M

Sector Composition

1 Technology 5.27%
2 Financials 4.79%
3 Healthcare 4%
4 Industrials 3.91%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.26M 0.09%
40,267
+2,833
227
$7.26M 0.09%
80,580
+1,871
228
$7.22M 0.09%
83,701
+8,678
229
$7.22M 0.08%
78,552
-1,307
230
$7.21M 0.08%
341,428
+48,483
231
$7.19M 0.08%
133,458
+12,145
232
$7.19M 0.08%
184,052
+19,532
233
$7.18M 0.08%
96,560
+14,491
234
$7.15M 0.08%
135,785
+1,081
235
$7.11M 0.08%
84,306
+7,415
236
$7.06M 0.08%
157,168
+30,198
237
$7.04M 0.08%
13,702
-839
238
$7.04M 0.08%
45,435
-4,349
239
$6.99M 0.08%
178,707
+22,935
240
$6.96M 0.08%
63,298
+15,715
241
$6.94M 0.08%
89,270
+19,453
242
$6.89M 0.08%
108,861
+48,667
243
$6.86M 0.08%
112,940
-4,829
244
$6.85M 0.08%
107,483
+9,296
245
$6.84M 0.08%
108,812
+78,240
246
$6.81M 0.08%
50,176
+2,816
247
$6.77M 0.08%
161,061
-2,879
248
$6.66M 0.08%
55,817
+44,428
249
$6.62M 0.08%
398,717
+266,656
250
$6.58M 0.08%
248,021
+22,920
8 9
10
11 12